Go to Settings, Staff Members.
The next page takes you to a list of "Required" and optional fields. Items highlighted in green must be populated on your CSV file for importing or you will receive errors. The other items on the list are optional, you can check the check box if you will be importing data into these fields before creating the excel document.
In the bottom left-hand corner, click on the [Get Import Template] button.
A Microsoft Excel file will download, open the file and format your data into the correct fields.
You can imput the staff details into these fields or you can relabel the export document you may have received from another clinic management system. But, please ensure the columns and data is formatted exactly as laid out in the sample spreadsheet below.
Format the data into the correct fields. Be sure to save the file once finalized as a CSV file.
SAMPLE EXCEL IMPORT DOCUMENT (The fields highlighted in Yellow are Required fields. Optional fields do not have to contain data).
Now go back to the Staff Member Import page in Juvonno, select if the file contained a header row (the example does).
Finalize the import by selecting the upload button in the bottom right-hand corner.
If there are errors you will receive an error report, you cannot print the report. You can take a screen shot and print the image.
- If you are performing an import that creates errors within your system and the data does not match or there are any importing issues that require a developer to reverse the import there will be a charge of $150.00 per hour.
- You must have all staff members into the system if you are importing transactions even if they no longer work at the clinic.